Sustainable Investment Funds

Morningstar defines a strategy as a “Sustainable Investment” if it is described as focusing on sustainability, impact, or environmental, social, and governance (ESG) factors in its prospectus or other regulatory filings. This classification does not measure how Morningstar rates the effectiveness of the fund’s sustainable strategy. Instead, it reflects the fund’s stated objectives.

Use this screener tool to find funds that meet your ESG criteria.

Fund Name
Morningstar Category
Sustainable Investment
Sustainability Rating
Low Carbon Designation
Representative Cost
Morningstar Rating for Funds
Schroder International Selection Fund Global High Yield A Distribution HKD MV Global High Yield Bond No 1.28
BEA Union Investment China Bond Selection Fund Class A - USD (Distributing) Other Bond No 1.54
BEA Union Investment China Bond Selection Fund Class A - AUD (Hedged) (Distributing) Other Bond No 1.54
Jupiter India Select Class D EUR Acc India Equity No No 0.95
BEA Union Investment China Bond Selection Fund Class A - RMB (Hedged) (Distributing) Other Bond No 1.55
Nomura Funds Ireland plc - US High Yield Bond Fund Class AD USD USD High Yield Bond No 1.12
BEA Union Investment China Bond Selection Fund Class A - HKD (Distributing) Other Bond No 1.54
Neuberger Berman Corporate Hybrid Bond Fund EUR A Accumulating Class EUR Subordinated Bond No No 1.28
Fidelity Funds - American Growth Fund A-DIST-USD US Flex-Cap Equity No Yes 1.91
Fidelity Funds - Pacific Fund A-DIST-USD Asia-Pacific Equity No 1.94
Morgan Stanley Investment Funds - US Growth Fund A (USD) US Large-Cap Growth Equity No Yes 1.66
Franklin Income Fund A(Mdis)USD USD Moderate Allocation No 1.65
Fidelity Funds - Indonesia Fund A-DIST-USD Indonesia Equity No No 1.95
Templeton Global Total Return Fund A(Mdis)USD Global Flexible Bond No Yes 1.37
Templeton Global Total Return Fund A(acc)USD Global Flexible Bond No Yes 1.37
Capital Group European Growth and Income Fund (LUX) B Europe Large-Cap Blend Equity No No 1.70
Templeton Global Equity Income Fund A(Mdis)USD Global Equity Income No No 1.60
Capital Group European Growth and Income Fund (LUX) Bd Europe Large-Cap Blend Equity No No 1.70
PineBridge Global Funds - Asia Dynamic Asset Allocation Fund L Asia Allocation No No 1.63
Pictet-Asian Local Currency Debt P dy USD Asia Bond - Local Currency No Yes 1.58
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